NEWEDGE ADVISORS
New Orleans, LA
AUM
$43.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
515 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
504-459-4391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
36 advisers found
STOKES FAMILY OFFICE LLC
New Orleans, LA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(504) 399-4100
WATERS, PARKERSON & CO., LLC
New Orleans, LA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-581-2022
ST. DENIS J. VILLERE & CO., LLC
New Orleans, LA
AUM
$1.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-525-0808
ADVANTAGE CAPITAL
New Orleans, LA
AUM
$1.29B
Wealth Mgmt
Team
130 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED
504-522-4850
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA
AUM
$876.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-488-3700
FREEGULLIVER, LLC
New Orleans, LA
AUM
$836.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
504-899-0300
BLACK BAY PARTNERS, LLC
New Orleans, LA
AUM
$830.1M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-227-3020
ENHANCED CAPITAL PARTNERS, LLC
New Orleans, LA
AUM
$785.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-569-7900
ARGENT RETIREMENT PLAN ADVISORS, LLC
New Orleans, LA
AUM
$683.1M
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
381-251-5800
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
New Orleans, LA
AUM
$617.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-832-3921
CARR'S HILL PARTNERS
New Orleans, LA
AUM
$492.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
504-332-0901
THIRTYNORTH INVESTMENTS, LLC
New Orleans, LA
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-528-3685
SUNCAP MANAGEMENT
New Orleans, LA
AUM
$380.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 478-6227
SEARCH FUND ACCELERATOR, LLC
New Orleans, LA
AUM
$298.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Performance-based fees; COMMITMENT FEE
(601) 310-4115
DEANE RETIREMENT STRATEGIES, INC.
New Orleans, LA
AUM
$250.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
504-582-2345
DUMAINE INVESTMENTS LLC
New Orleans, LA
AUM
$227.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-521-7350
EQUITAS CAPITAL ADVISORS,LLC
New Orleans, LA
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
504-569-9600
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
New Orleans, LA
AUM
$196.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
646-395-3900
EMETH VALUE CAPITAL, LLC
New Orleans, LA
AUM
$193.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-381-7262
DOUCET ASSET MANAGEMENT, LLC
New Orleans, LA
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
205-414-9788
BIENVENUE WEALTH LLC
New Orleans, LA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
504-355-0890
JECOHEN & CO., LLC
New Orleans, LA
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(833) 828-2540
DEMAURIAC LLC
New Orleans, LA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-358-0433
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